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The Art of Value
Super Investor Portfolios: Mohnish Pabrai, Guy Spier, Chuck Akre
Feb 19, 2024
Learn about the super-investors Mohnish Pabrai, Guy Spier, and Chuck Akre's portfolios, their buying and selling activities in Q4 2023. Dive into topics such as investment strategies, recommended books, Indian energy market exploration, stock performances, and impressive investment recommendations.
19:26
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Quick takeaways
- Monish Pabrai focuses on coal companies for value potential, with substantial returns from investments.
- Guy Spier's buy-and-hold strategy emphasizes long-term compounding and minimal portfolio changes for stable growth.
Deep dives
Monish Pabrai's Coal Investments
Monish Pabrai's portfolio reveals a significant allocation to coal companies, notably with 34.37% of his portfolio in a Turkish coal company. He has also increased his stakes in Arch Resources by 200.36% and Warrior Met Coal by 100%. Despite coal's controversial reputation, Pabrai believes in their value potential and has seen substantial returns from his investments in the sector.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode